Our Story

Our Story

The Roundview Capital Story

Roundview Capital was originally formed in 1992 as Alter Asset Management. Our founders, Howard Alter and Stephen Shueh, established the firm to provide discretionary Investment Management and Family CFO services for high net worth individuals and families. To accomplish this goal, our team of professionals created a platform designed to provide an exceptional level of service.

Our goal is to be your Family CFO. To provide your family with the peace of mind that comes from knowing that all of your financial affairs are well attended. To this end, we approach all relationships with a comprehensive and integrated framework to provide clarity and insight into the myriad and complex questions involved in managing your wealth.

A Tailored Approach

Client portfolios are customized and structured in accordance with objectives/goals, risk tolerance, investment horizon, current income needs, and tax planning requirements.

Focus On Value

Roundview Capital utilizes a value-oriented, fundamental research approach to analyzing investment opportunities. We rigorously analyze the entire capital structure of individual businesses to identify the most attractive risk-reward propositions among publicly traded securities.

Team Approach

Over time, the firm has assembled a team of seasoned professionals, with several decades of experience in fields such as investment research, portfolio management, financial planning, accounting/tax, estate planning, and general consulting.

Fiduciary Standard

Roundview Capital’s business model allows us to place our client’s interest first in investment management and financial planning, as we do not accept fees or commissions from any outside firms.

Copyright © 2022 Roundview Capital, LLC.

Roundview Capital is an SEC-registered investment advisor located in Princeton, New Jersey. When the number of our clients in a state meets that state's registration requirements, Roundview Capital will notice file in that state. This website provides general information about Roundview Capital and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. Please click here for additional Disclaimer and Regulatory Compliance Information.
Owls have long been symbols of wisdom and insight. They are uniquely gifted with outstanding vision because they are capable of fully rotating their heads and seeing in the dark. At Roundview Capital, we believe that each client benefits from our well-rounded team of professionals who have domain expertise in all core aspects of wealth management.